See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,462 | $115,770+42.1% | $101,248+62.4% | $158,922+3.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 7.39% | 56.14%-48.7pp | 46.47%-39.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $2,412 | $4,175-42.2% | $3,660-34.1% | $4,761-49.3% |
| Participant deferral / active EE | $6,326 | $4,957+27.6% | $4,370+44.8% | $5,982+5.7% |
| Admin fee / account holder | $1,175 | $7,245-83.8% | $5,945-80.2% | $11,246-89.6% |